Total Wealth Planning, LLC - AMERICAN CENTY ETF TR ownership

AMERICAN CENTY ETF TR's ticker is AVEM and the CUSIP is 025072604. A total of 216 filers reported holding AMERICAN CENTY ETF TR in Q4 2022. The put-call ratio across all filers is 2.50 and the average weighting 1.0%.

Quarter-by-quarter ownership
Total Wealth Planning, LLC ownership history of AMERICAN CENTY ETF TR
ValueSharesWeighting
Q3 2023$7,770,912
-1.7%
147,204
+0.2%
1.59%
-3.5%
Q2 2023$7,908,200
+1.1%
146,965
-0.6%
1.65%
-4.6%
Q1 2023$7,820,210
+2.9%
147,858
-1.8%
1.72%
-8.4%
Q4 2022$7,598,375
+127.2%
150,612
+106.8%
1.88%
+98.2%
Q3 2022$3,344,000
+717.6%
72,816
+827.4%
0.95%
+705.1%
Q2 2022$409,0007,8520.12%
Other shareholders
AMERICAN CENTY ETF TR shareholders Q4 2022
NameSharesValueWeighting ↓
WJ Interests, LLC 235,451$13,062,8318.61%
Savant Capital, LLC 10,192,843$548,476,8598.58%
Aprio Wealth Management, LLC 528,742$28,451,6187.81%
Waypoint Wealth Partners Inc. 414,938$22,327,8057.64%
Ritter Daniher Financial Advisory LLC / DE 309,009$16,627,7596.89%
Versant Capital Management, Inc 339,192$18,251,9305.84%
Flagstone Financial Management 194,193$10,449,5434.91%
Echo Wealth Management, LLC 79,980$4,464,4584.82%
Annex Advisory Services, LLC 1,538,542$82,788,9734.60%
WEBSTERROGERS FINANCIAL ADVISORS, LLC 194,639$10,473,5534.56%
View complete list of AMERICAN CENTY ETF TR shareholders